XCEL WEALTH MANAGEMENT, LLC – Salesforce, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$7.23M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.41% | 1.18K shares | -871K | $143.84 | 50.30K |
| Q2 2022 | share | Increase | +12.93% | 5.62K shares | -1.12M | $165.04 | 49.12K |
| Q1 2022 | share | Increase | +10.54% | 4.14K shares | -765K | $212.32 | 43.49K |
| Q4 2021 | share | Increase | +0.82% | 320 shares | -586K | $255.33 | 39.35K |
| Q3 2021 | share | Increase | +1.16% | 446 shares | 1.16M | $271.22 | 39.03K |
| Q2 2021 | share | Increase | +0.21% | 82 shares | 1.26M | $244.27 | 38.58K |
| Q1 2021 | share | Increase | +67.39% | 15.5K shares | 3.03M | $211.87 | 38.50K |
| Q4 2020 | share | Increase | +19.96% | 3.82K shares | 300K | $222.53 | 23.00K |
| Q3 2020 | share | Decrease | -7.36% | -1.52K shares | 941K | $251.32 | 19.17K |
| Q2 2020 | share | Increase | +5.48% | 1.07K shares | 1.05M | $187.33 | 20.69K |
| Q1 2020 | share | Increase | +0.04% | 8 shares | -365K | $143.98 | 19.62K |
| Q4 2019 | share | Increase | +4.14% | 780 shares | 395K | $162.64 | 19.61K |
| Q3 2019 | share | Increase | +15.67% | 2.55K shares | 325K | $148.44 | 18.83K |
| Q2 2019 | share | Increase | +4.19% | 655 shares | -5K | $151.73 | 16.28K |
| Q1 2019 | share | Decrease | -13.12% | -2.36K shares | 12K | $158.37 | 15.62K |
| Q4 2018 | share | Increase | 0.00% | 17.98K shares | 2.46M | $136.97 | 17.98K |